Ernest Fred Schultz
Investment adviser representative at Latitude Advisors, LLC
31 yearsExperience
1 stateRegistered in
$566.5MFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
31 years in the industry.
- Latitude Advisors, LLCMar 2024 to now
- Gwn Securities, Inc.Mar 2024 to now
- Clarkson MediaJan 2017 to now
- MML Investors Services, LLCOct 2020 to Jan 2023
- Massmutual Life InsuranceSep 2020 to Jan 2023
- Park Avenue Securities, LLCFeb 2018 to Oct 2020
- Guardian Life Insurance Co of AmericaSep 2017 to Oct 2020
- Nesta EntertainmentJan 1995 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NY).
Latitude Advisors, LLC
$566.5MAssets managed
1,590Clients
64Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6735823
- Firm CRD
- 151001